April 2025

In Times of Uncertainty, Certainty Has Value

Pick up a newspaper, scroll the headlines, or turn on the news, and the message is clear: we’re living in volatile times.  Markets surge one day and stumble the next.  Inflation cools, then spikes again.  Interest rates hold steady… but for how long?  From tech layoffs to geopolitical risk, today’s economic landscape feels like it’s […]
C3 Financial Partners
April 2025

In Times of Uncertainty, Certainty Has Value

Pick up a newspaper, scroll the headlines, or turn on the news, and the message is clear: we’re living in...
March 2025

Where Will Your Money Go When You Die? The Government, Your Heirs, or the Community?

When it comes to your wealth, you have control over many financial decisions during your lifetime.  But what happens...
February 2025

Ensuring Your Financial Planning Aligns with Your Spouse: A Guide for HNW Families

You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.  However,...
January 2025

Unlocking Hidden Value: The Benefits of Life Settlements for Affluent Families

When most people purchase life insurance, they view it as a long-term safety net – a way to ensure financial...
December 2024

Planning for Your Children and Grandchildren: Non-Traditional Approaches to Ensure Fairness

When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where...
November 2024

When You Don’t Want to Give the Kids the Family Business (and How to Plan Accordingly)

Family businesses have long been romanticized as legacies handed down from one generation to the next.  However, the reality is...

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Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

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